Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert C Meissner is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and has previously worked with Geneos Wealth Management, Inc, Transamerica Financial Advisors, Inc, Next Financial Group, Inc, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Robert holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Robert is a licensed insurance agent. Robert specializes in financial planning, retirement planning, and investment management. Robert is committed to providing his clients with personalized financial advice to help them achieve their goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
05/14/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
03/11/2016 - 05/19/2021
GENEOS WEALTH MANAGEMENT, INC. (Clarence Center NY)
NY
05/02/2012 - 03/17/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CLARENCE CENTER NY)
NY
04/12/2007 - 05/03/2012
NEXT FINANCIAL GROUP, INC. (CHEEKTOWAGA NY)
NY
05/03/1999 - 04/18/2007
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
05/03/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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